I have a form created, and your monday.com site advertises the automate section on a Form to “Streamline your form process with easy-to-use automations” and then gives the example of “When a form is submitted, notify all teammates via Outlook” However, when I look at the automations, I don’t see this particular automation. Nothing is listed for when a form is submitted - just when the item is created.
I’m looking to create an email to the person who completes a form that provides all of what they just submitted into that email for their own records. How might I go about automating that?
Hi @melimber - You can use the “When Item is Created” automation to send an email as when the Form is submitted it is creating an item. Just ensure the person filling the form includes their email address.
What would you suggest to do when we don’t want manually entered new items to send this automated email, only the ones that are received by form submission?
Thank you in advance!
Hi @Carrie - check out the Workforms automations in the Integration Center. These are native automationa released by monday just for these purposes (to differentiate a form submission vs. standard board creation). Its just strange they are only available in the integrations section not the automations section.
Hope this helps!